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Recommended Learning Path

Basic

15-Minute Insurance Overview

The Life of an Insurance Policy

Exceptional Customer Service

Life Insurance Basics

Life Insurance Products

Policyowner Rights for Individual Life Insurance

Intermediate

Ethical Conduct in Insurance Companies

Claim Administration for Life Insurance

Agency Support Function

Working with Upset Customers

Processing Customer Service Transactions for Life Insurance

Customer Service for Financial Service Professionals (ACS 101)

Meeting Customer Needs with Insurance and Annuities (LOMA 281)

Improving The Bottom Line: Insurance Industry Operations (LOMA 291)

Advanced

Insurance Administration (LOMA 302)

Insurance Marketing: Connecting with Customers (LOMA 321)

Business and Financial Concepts for Insurance Professionals (LOMA 308)